HFS
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Heritage Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Heritage Financial Services’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$327K Sell
6,083
-31
-0.5% -$1.68K 0.03% 91
2025
Q3 		$331K Sell
6,114
-810
-12% -$41.7K 0.03% 94
2025
Q2 		$342K Sell
6,924
-395
-5% -$18.3K 0.03% 87
2025
Q1 		$331K Sell
7,319
-4,949
-40% -$223K 0.03% 84
2024
Q4 		$540K Buy
12,268
+2,973
+32% +$138K 0.07% 66
2024
Q3 		$445K Sell
9,295
-913
-9% -$40.6K 0.06% 68
2024
Q2 		$447K Sell
10,208
-1,495
-13% -$64.4K 0.06% 67
2024
Q1 		$489K Sell
11,703
-18,280
-61% -$746K 0.07% 65
2023
Q4 		$1.23M Buy
29,983
+15,212
+103% +$603K 0.21% 30
2023
Q3 		$579K Sell
14,771
-129
-0.9% -$5.27K 0.11% 43
2023
Q2 		$606K Buy
14,900
+2,839
+24% +$114K 0.12% 42
2023
Q1 		$487K Sell
12,061
-3,003
-20% -$122K 0.11% 45
2022
Q4 		$587K Buy
+15,064
New +$574K 0.15% 39
2022
Q3 		– Sell
-334
Closed -$13K – 479
2022
Q2 		$13K Sell
334
-11,136
-97% -$481K 0.01% 288
2022
Q1 		$529K Buy
11,470
+6,327
+123% +$304K 0.35% 39
2021
Q4 		$254K Buy
+5,143
New +$259K 0.2% 67

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Financial Services's VWO Position: Q4 2025 in Review

Heritage Financial Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.51% in Q4 2025, selling an estimated $1.68K and leaving 6,083 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #91.

Heritage Financial Services first reported a position in VWO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2023. 2,493 funds tracked by Wall St. Rank hold VWO as of Q4 2025.

  • Heritage Financial Services held 6,083 shares of Vanguard FTSE Emerging Markets ETF worth $327K as of Q4 2025.
  • Heritage Financial Services sold 31 Vanguard FTSE Emerging Markets ETF shares in Q4 2025, an estimated $1.68K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #91 holding.
  • Heritage Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • Heritage Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $1.23M in Q4 2023.
  • 2,493 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.